Q: Good day team, if you were to invest in the solar industry, what would be your preferred choice? FLSR or ENPH maybe? That said, what are your views on the industry.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Johnson Controls International plc (JCI $118.72)
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Tesla Inc. (TSLA $404.35)
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Enphase Energy Inc. (ENPH $28.68)
Q: Lately I've come across articles about high energy use devices using batteries to lower peak demand and to become more economical. Can you recommend stocks that might utilize this?
https://www.thecooldown.com/green-tech/energy-saving-air-conditioner-design/
https://www.thecooldown.com/green-tech/energy-saving-air-conditioner-design/
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Amgen Inc. (AMGN $336.74)
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PayPal Holdings Inc. (PYPL $62.81)
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AbbVie Inc. (ABBV $232.36)
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Eli Lilly and Company (LLY $1,025.28)
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Progressive Corporation (The) (PGR $225.18)
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Prologis Inc. (PLD $122.83)
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Moderna Inc. (MRNA $24.77)
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Enphase Energy Inc. (ENPH $28.68)
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BioNTech SE (BNTX $103.09)
Q: Given the potential for a market down-turn, do you see any of these as a good buy for a long-term investment?
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First Solar Inc. (FSLR $253.08)
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Canadian Solar Inc. (CSIQ $33.58)
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Plug Power Inc. (PLUG $2.25)
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Clearway Energy Inc. Class C (CWEN $35.99)
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Enphase Energy Inc. (ENPH $28.68)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.26)
Q: Hello 5i,
Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.
Thank you
D&J
Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.
Thank you
D&J
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NextEra Energy Inc. (NEE $83.88)
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Tesla Inc. (TSLA $404.35)
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Albemarle Corporation (ALB $115.14)
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Neo Performance Materials Inc. (NEO $17.76)
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Enphase Energy Inc. (ENPH $28.68)
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MP Materials Corp. (MP $58.64)
Q: Can you recommend stocks which might take advantage of large battery technology such as for utilities and renewable energy?
Does anyone have moat like advantages within this area?
Or, is there a more subtle play here?
Thanks
Does anyone have moat like advantages within this area?
Or, is there a more subtle play here?
Thanks
Q: I looked up this stock after your recommendation, I noticed it's way down from it's high of $366 down to $36 now, do you think it has potential for big upside? What are the risks for this stock?
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Tesla Inc. (TSLA $404.35)
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Energizer Holdings Inc. (ENR $23.88)
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ABB Ltd. (ABBNY $70.74)
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Enphase Energy Inc. (ENPH $28.68)
Q: Can you recommend any companies that are in Energy Storage?
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Broadcom Inc. (AVGO $342.46)
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Micron Technology Inc. (MU $246.83)
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Advanced Micro Devices Inc. (AMD $246.81)
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Enphase Energy Inc. (ENPH $28.68)
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Vertiv Holdings LLC Class A (VRT $170.97)
Q: Please estimate 1-2 year performance rank for these five stocks currently on my watch list. Thanks!
Q: Do you think post-election sentiment on solar is overly negative? At what point might solar investments start to look appealing again? Would you consider Enphase as a preferred investment option in this scenario? If not, could you recommend a solar stock with strong potential should sentiment improve.
Q: Hi gang ,
Looking into buying TAN . It’s 52 weeks low. Any reason? Would you buy at this price? Any thoughts ?
Thanks. Alnoor
Looking into buying TAN . It’s 52 weeks low. Any reason? Would you buy at this price? Any thoughts ?
Thanks. Alnoor
Q: Enphase has had a tough year, and taken a nose dive from it highs; this year its been overly volatile, and much of that on a downward turn, with minimal rebounds. You have commented that growth is expected over the next few years. Is this then a good candidate for some loss harvesting and a re-buy, or does the conintued risk lean towards saying a final farewell? Thanks. Chris
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TC Energy Corporation (TRP $77.45)
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Fortis Inc. (FTS $73.33)
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Emera Incorporated (EMA $67.13)
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Northland Power Inc. (NPI $18.20)
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Hydro One Limited (H $53.89)
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Boralex Inc. Class A Shares (BLX $26.62)
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Enphase Energy Inc. (ENPH $28.68)
Q: Hello,
With the interest rate is trending lower, the utility sector should benefit from it. Can you please ranking the above company for 3-5 years holding?
thanks,
With the interest rate is trending lower, the utility sector should benefit from it. Can you please ranking the above company for 3-5 years holding?
thanks,
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Brookfield Renewable Partners L.P. (BEP.UN $40.53)
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Tesla Inc. (TSLA $404.35)
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Generac Holdlings Inc. (GNRC $151.21)
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Enphase Energy Inc. (ENPH $28.68)
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Harvest Clean Energy ETF (HCLN $10.40)
Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?
With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !
With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !
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Tesla Inc. (TSLA $404.35)
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Generac Holdlings Inc. (GNRC $151.21)
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Enphase Energy Inc. (ENPH $28.68)
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Nextpower Inc. (NXT $93.75)
Q: Battery storage for renewable energy production in the US is expected to double over the next year. Can I get your opinion on the above stocks as well as any others that may benefit from this?
Thank you
Thank you
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Consolidated Edison Inc. (ED $101.66)
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Tesla Inc. (TSLA $404.35)
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Enphase Energy Inc. (ENPH $28.68)
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Nextpower Inc. (NXT $93.75)
Q: Me thinks that spaceship that fearless leader Blaarg is piloting is actually an elaborate can of worms. In 10 years time, according to some environmentalists, we earthlings may be drowning in our own carbon-laced pollution, unless a better solution to or energy needs can be met. As a pessimistic Albertan, I suspect most of us will still be driving evil combustion engines in 2034; however, I am hopeful that there are some game changers in the energy horizon - maybe not Canadian - that may save the planet. Do you have any suggestions we can put on our watchlist? I'm waiting for 5i to beam me up !
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First Solar Inc. (FSLR $253.08)
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SolarEdge Technologies Inc. (SEDG $36.18)
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Enphase Energy Inc. (ENPH $28.68)
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Nextpower Inc. (NXT $93.75)
Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?
Thanks, Mark
Thanks, Mark
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iShares S&P Global Clean Energy Index Fund (ICLN $17.02)
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SolarEdge Technologies Inc. (SEDG $36.18)
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Enphase Energy Inc. (ENPH $28.68)
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Nextpower Inc. (NXT $93.75)
Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?
Q: Hi 5i,
I've only owned ENPH for about 6 to 8 months but have been somewhat disappointed in the results. What do think of the company at this time and is it worth holding or should one think of moving on?
As an alternative, I'm considering NXT. What would you think about the switch?
It is for the growth portion of my portfolio.
Thank you!!
I've only owned ENPH for about 6 to 8 months but have been somewhat disappointed in the results. What do think of the company at this time and is it worth holding or should one think of moving on?
As an alternative, I'm considering NXT. What would you think about the switch?
It is for the growth portion of my portfolio.
Thank you!!
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.66)
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Powell Industries Inc. (POWL $329.66)
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Enphase Energy Inc. (ENPH $28.68)
Q: Giving the need for improved and expanded electricity grid, are these still your main choices? Anyone else?
Regards
JR
Regards
JR
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First Solar Inc. (FSLR $253.08)
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Canadian Solar Inc. (CSIQ $33.58)
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Albemarle Corporation (ALB $115.14)
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Sociedad Quimica y Minera S.A. (SQM $54.55)
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Enphase Energy Inc. (ENPH $28.68)
Q: 4 disasters in my cash account these year. Each position down between 30-45%.
How would you proceed?
Can you please give a brief comment on each security with a recommendation to either sell or hold. If selling is advised to crystallize a loss, what would be a proxy? And lastly, would you buy any of them back after the 30 day window?
Please feel free to deduct credits as you deem fit.
Thank you.
How would you proceed?
Can you please give a brief comment on each security with a recommendation to either sell or hold. If selling is advised to crystallize a loss, what would be a proxy? And lastly, would you buy any of them back after the 30 day window?
Please feel free to deduct credits as you deem fit.
Thank you.